Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,112 | $124,980-75.9% | $108,359-72.2% | $154,746-80.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 9.43% | 45.00%-35.6pp | 36.89%-27.5pp | 172.34%-162.9pp |
| Employer contribution / active EE | $8,990 | $2,851+215.4% | $2,399+274.7% | $4,379+105.3% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $21,506 | $11,502+87.0% | $9,741+120.8% | $14,365+49.7% |